Creating a Production Information System for the MWD

 

by Paul J. Updike

INTRODUCTION

The purpose of this article is to provide insight into how a production table for a real-world manufacturer is created. Typical economic textbooks define specialized economic jargon in an uncommon manner, sometimes not the same way that actual production facilities such as a typical manufacturing firm might use those words. I believe the reason for this is that few small to mid-sized firms have full-time economists on staff. Another reason economists miss the boat is that most manufacturing firms are grappling with real situations that are not resolved with mathematically-congruent, elegant curves.

There is the textbook approach to production, with formulas and curves and models, but there also is an approach that works in the real world, where people expect to earn real profit. That certainly does not mean a typical economics’ textbook approach to creating production tables is bad or wrong, just less than helpful.

In this lecture, I will discuss and explain the production/manufacturing problems faced by Microwave Materials Division (MWD), a division of Rogers Corporation, and one solution that did not work and my solution that did. I will show how people, pricing structure, cost structure, revenue, accurate reporting of production activity, and high-technology machinery combined to solve a significant manufacturing issue. I will also demonstrate how well the problem was solved.

This article includes a simplified, though somewhat technical description of how the MWD production actually works, providing an alternative to a typically, economically-sound, technical description of production that one might find in a textbook. I will also provide a definition list of important terms that may differ from the definitions commonly given by economists to similar terms. Sound economic reasoning requires using these terms in an economically rational way. Finally, I will describe the success achieved.

DIFFERENCE OF OPINION

Typical economists and I do not see eye to eye on the subjects of production and cost analysis. The reasons may be three-fold:

● There exists more economically-able accountants than accounting-able economists. I do not blame economists for not wanting to learn double-entry bookkeeping skills – most reasonable people do not desire to, even though accountants learn them anyway.

● Many economists received their formal education when accounting depended on using historical costs for computational purposes and typical cost accountants counted instead of measuring to calculate costs.

● Activity-based costing (ABC) has been around for maybe 25 years, quite likely after many textbook writers learned about the silliness that economically-challenged cost accountants, using historical cost exclusively, might create for firms.

DEFINITIONS OF TERMS

I have not encountered many people in production firms who use the terms marginal revenue, marginal costs, marginal product and marginal productivity, though the typical economists’ assertions regarding these four terms are reasonably argued and the conclusions logical. However, the concepts of marginal product and marginal revenue are understood at the gut level by successful owners of most small and medium-size manufacturing firms.

● Fixed costs – are those costs, relating to operating the firm, which are relatively constant over the contemplated production run, and over the planning horizon. Generally, fixed costs are not directly related to production, nor are they easily relate-able to production. Often, fixed costs are period-related costs.

● Variable Costs – are those costs that vary directly with production and are more easily measured and more obviously related to the process of production than fixed costs.

● Direct Costs – There are two major kinds of direct costs, direct labor and direct material. Most economists call these two costs, inputs.

● Direct labor costs (DL) are input costs for people who directly handle and/or manipulate the direct material (DM) as the material is transformed into something else through the magic of manufacturing.

● Direct material costs (DM), such as raw material, are the costs to the firm to use that direct material as an input to their production run.

● Indirect Costs – can be labor, material, or overhead costs that are essential to the production process, but not easily measured and/or discretely reported.

● Department Costs – are one logical way to allocate overhead costs and indirect costs to the production process. Activity-based costing provides another, often better way to attribute costs to production units.

● Throughput Units – The number of units that pass through the production process in a specified period.

● Yield Loss – The unfinished production units that are scrapped at different points along the production process, with varying amounts of material and value-added discarded.

● Finished goods are the output units that the entire production process is designed to produce. Finished goods are usually the throughput units that made it through the entire production process unscathed. (Those ‘good’ output units are those that are not damaged, scrapped, reworked, etc.) Each good finished output unit carries as its cost/value, a portion of the total costs. That is, total production costs for a specific period is divided by the total good output unit which equals cost per good unit.

● Overhead Costs (OH) – A category of costs including either essential fixed costs or variable costs, though they may not be directly related or easily related to production. Overhead costs may also include some or all of the indirect costs. A significant benefit of using activity-based costing is increasing the traceability and source of production costs, which dramatically reduces the size of the overhead cost bucket.

● Added Value – The net labor value added to the direct material measured at various stages of production.

● Cost – The amount of dollars incurred by the seller while producing a specific good.

● Price – The amount of dollars paid by the buyer to the seller for purchasing a specific produced good.

NOTE – Some of these terms may be overlapping in their meaning and application. One set of simplified equations that will demonstrate the relationship of some of these terms is as follows:

DL + DM + OH = Total Manufacturing Costs.

Total Manufacturing Costs + Fixed Costs = Total Cost

Total Cost / Good Output Units = Cost per Unit

Price per Unit – Cost per Unit = profit or (loss)

ACTIVITY-BASED COSTING

Douglas T. Hicks has created and installed over 100 ABC costing systems. The author of the readable book “Activity-Based Costing, Making It Work for Small and Mid-Sized Firms,” Hicks points out that Activity-based costing (ABC) works effectively when three requirements are met:

1) the business must start with costs that are defined and measured properly;

2) costs, activities, and products or services must be connected by true cause; and

3) the resulting cost information must be used in appropriate way.

(Hicks, preface)

This citation from Hicks' book is included to demonstrate that ABC is not an accounting/computational wonderland, but that ABC works in the real world, when and if ABC is installed and used in an economically-reasonable manner. The production information system created for MWD was NOT exactly an activity-based costing solution, but close.

MWD PROBLEM DEFINITION

In a nutshell, The Microwave Division’s (MWD) manufacturing problem was the lack of accurate and relevant manufacturing cost information. The MWD sold thousands of different compositions of widths, lengths, and thicknesses of finished material to customers such as Raytheon, General Dynamics, and Texas Instruments for use by them in their government defense business.

As typical economists might point out, the endless combinations of production shapes and sizes could be in the millions, or more, when taken to an extreme. So the first thing done was to limit the range only to that which was finite and relevant. By limiting the solution to one-inch increments, we made the universe of possibilities small enough to wrap our arms around it.

The previous MWD costing approach, which did not work well, was to assume all manufacturing-caused differences away, instead, simply calculating how much material  in square inches was in the cut-size piece being sold, adding a significant markup and thereby determining a minimum price that was hoped to cover related costs. In costing, we call that the ‘peanut-butter approach’, using broad averages to uniformly apply costs.

We can illustrate the dangers of using ‘peanut-butter costing’ by looking at the San Francisco Giants baseball team.

EXAMPLE OF DANGER OF USING AVERAGES

Everyone loves to watch batters hit home runs. It is exciting. In fact if you watch the highlight films on ESPN, you get to see a replay of almost every home run hit that day in the Major Leagues. How many home runs might the San Francisco Giants hit in a season? 130? 150? 180? Let us assume 150. Each major league team has 25 players on its active roster. There are 10 pitchers, leaving 15 batters. Sure a pitcher may hit a home run, but you would rather a pitcher pitch a shutout.

Therefore, 15 Giant batters hit 150 home runs a year or 10 home runs each, on average. Because Barry Bonds was once a San Francisco Giant batter, you could count on him to hit an average of 10 home runs a year. My question is, is that why the Giants paid Barry Bonds $18 million a year? In 2001, Barry Bonds hit 73 home runs, almost half the total home runs hit by the entire San Francisco team. Barry Bonds is not an average baseball player. Using averages in a production information system can also be disastrous!

This ‘peanut butter costing’ approach for MWD included adding up all the firm’s costs expected to be incurred within a year, excluding material inputs, then allocating a portion of the total cost to each cut-size being sold. (Material cost was also calculated and added to the total cost.) What this ‘peanut butter’ approach did not allow is finished material unit cost differentiation caused by production process variation.

Peter Drucker suggests (see Drucker article on Measuring nearby) that the price for a good is determined by the market for that good. Instead of determining what the costs are and adding a markup to the cost of manufactured goods to come up with a price, Drucker says one needs to make sure the manufactured cost of the good is less than the price the market will allow for that good, ensuring a profit. If not, stop the production process. Drucker also says we need to measure, not count, to determine accurate costs.

MWD PRODUCTION PROCESS

At the MWD, ten separate 48-inch long sheets of material of various thickness and composition were laid on top of each other, then pressed together in the same window of a special 40-ton press, at 700 plus degrees in order to produce material that had the desired dielectric properties. The press was high technology machinery that compresses and bakes product using eight separate windows curing eight different combinations of 10 @ 48-inch sheets at a certain temperature and pressure. Achieving the desired dialectic properties required stacking together certain raw materials, with certain weights and certain characteristics, then baking the sheets at a certain temperature and pressure for a certain length of time within a window of the press.

The outside cladding of the output unit (typically called a finished good in manufacturing) included a certain thickness of metal on the outside, either aluminum or copper with unsmooth surfaces, then a certain thickness of what was called ‘paper’ stacked inside the cladding metal. The ‘paper’ was actually a paper-like slippery chemical compound called PTFE (polytetrafluoroethylene, known as ‘Teflon™’, to most people.)

RESULT OF USING MY COSTING METHODOLOGY

The MWD production process lacked a methodology that allowed a reasonable measurement of the cost of each of the various production operations required to produce different finished good units. MWD was not interested in employing a cost system that required too much effort or was too costly to maintain. Nor did the production process at MWD lend itself to Direct Labor (DL) reporting, which is what 2/3 of the manufacturing world used in the 1980s to measure costs. Besides, most of the added value (value added) to the MWD output units occurred due to the activity of salaried people like chemists, managing the complex temperature and pressure of the production process on the individual sheets, not from hourly factory workers efforts.

I designed and implemented a cost information system that scrupulously measured the cost of each of more than 6,000 different products, not including different size cuts. The year that ended before my costing methodology was installed saw total revenue of approximately $5 Million and Net Operating Profit (NOP) of close to $500,000 or 10% NOP at the MWD. Those results are not bad for any manufacturing firm, all things considered. The first year that my new costing system was used, total revenue rose to $7 Million and the NOP profit increased to over 20%.

After using my cost information system for five years, the annual sales at the MWD grew to $20 Million. Even better, the NOP margin rocketed to 35%. The reason for this incredible leap in NOP is instructive. Because the new cost system approximated reality and generated accurate and usable cost information, the sales people were able to adjust the price of the products up or down according to what the market would allow without hurting sales. In fact, with this accurate cost information, the MWD sales people knew the individual product costs and could price the product accordingly.

Result? In some cases, manufacturing margins on certain output units reached 70%. Rogers Corporation netted incredible profits.

References:

Colander, D.C. (2001). Microeconomics (4th ed.). [University of Phoenix Special Cover Edition]. Burr Ridge, IL: Irwin/McGraw-Hill.

Douglas T. Hicks, Activity Based Costing, Making It Work for Small and Mid-Sized Firms, John Wiley & Sons, Inc., New York, NY, 1999.

Peter F. Drucker, We Need To Measure, Not Count, Wall Street Journal, April 13, 1993.

Paul J. Updike, Standard Product Costing System Proposal for the Rogers Corporation; Mesa, Arizona, personal library of Paul J. Updike, 11/3/81.